Merrion Investment Management’s Vertiv VRT Stock Holding History

Merrion Investment Management’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.53M	Hold	22,500	–	–	3.57%	7
2026 Q1	$5.64M	Hold	22,500	–	–	3.03%	8
2025 Q4	$3.65M	Sell	22,500 -7,500	-25%	-$1.3M	1.96%	11
2025 Q3	$4.53M	Hold	30,000	–	–	2.6%	7
2025 Q2	$3.85M	Hold	30,000	–	–	2.5%	9
2025 Q1	$2.17M	Hold	30,000	–	–	1.56%	19
2024 Q4	$3.41M	Hold	30,000	–	–	2.37%	8
2024 Q3	$2.98M	Sell	30,000 -200	-0.7%	-$16.6K	1.97%	13
2024 Q2	$2.61M	Buy	30,200 +200	+0.7%	+$18.2K	1.8%	15
2024 Q1	$2.45M	Hold	30,000	–	–	1.75%	14
2023 Q4	$1.44M	Hold	30,000	–	–	1.13%	20
2023 Q3	$1.12M	Hold	30,000	–	–	0.97%	22
2023 Q2	$743K	Hold	30,000	–	–	0.63%	32
2023 Q1	$429K	Hold	30,000	–	–	0.41%	48
2022 Q4	$410K	Hold	30,000	–	–	0.38%	51
2022 Q3	$291K	Hold	30,000	–	–	0.29%	65
2022 Q2	$247K	Hold	30,000	–	–	0.24%	73
2022 Q1	$420K	Hold	30,000	–	–	0.31%	63
2021 Q4	$749K	Hold	30,000	–	–	0.55%	38
2021 Q3	$722K	Hold	30,000	–	–	0.55%	39
2021 Q2	$819K	Hold	30,000	–	–	0.62%	36
2021 Q1	$600K	Hold	30,000	–	–	0.5%	43
2020 Q4	$560K	Buy	+30,000	New	+$552K	0.47%	43

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Merrion Investment Management's VRT Position: Q2 2026 in Review

Merrion Investment Management held its Vertiv (VRT) position steady in Q2 2026 at 22,500 shares worth $7.53M. The position accounts for 3.57% of the portfolio, ranked #7.

Merrion Investment Management first reported a position in VRT in Q4 2020 and has held it in 23 quarters since. 571 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Merrion Investment Management held 22,500 shares of Vertiv worth $7.53M as of Q2 2026.
Merrion Investment Management left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 3.57% of Merrion Investment Management's portfolio in Q2 2026, its #7 holding.
Merrion Investment Management first reported a position in Vertiv in Q4 2020 and has held it in 23 quarters since.
571 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.